401(k) · DOL Form 5500 · 2022

Lee Kennedy Co, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
124
Participants Small participant base
80th
Percentile by assets National rank
$189,057
Avg per participant Above avg balance/head
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Official DOL plan name: Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan · Sponsored by Lee Kennedy Co, Inc. · Massachusetts · Construction

$23M in assets, 124 participants

Lee Kennedy Co, Inc.'s Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan reported $23M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,817 in Construction (9,927 peers)

Coverage in Massachusetts

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan covers 124 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#7,817
in Construction (9,927 peers)
-15.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,443,056 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (124 participants).

Form 5500 schedule snapshot

Filing strip 042635562 · Lee Kennedy Co, Inc. PY 2022 · 401(k)

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan · $23M · 124 · 80th

  • SCH $23M
  • EBSA 124
  • PART 80th
  • TYPE 401(k)
  • NET near Mesa 401(k) Plan
  • BOOK ind #7817

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Massachusetts →

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Child & Family Guidance Center 401(k) Retirement Savings Plan and TrustChild & Family Guidance Cent…$23MLee Kennedy Co, Inc. 401(k) and Profit Sharing PlanLee Kennedy Co, Inc. 401(k) …$23MMesa 401(k) Plan$23MSoftware Engineering Professionals, Inc. Profit Sharing PlanSoftware Engineering Profess…$23MKingston Healthcare Savings and Retirement PlanKingston Healthcare Savings …$23M
End-of-year total assets ($M) among Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN042635562
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee Kennedy Co, Inc.)

Sponsor-wide plan assets over time

All Lee Kennedy Co, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 23.5123057335187% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.4M $29M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 124 $23M
2023 1 126 $27M
2024 1 110 $29M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.023443056 · Participants: 124Lee Kennedy Co, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mesa 401(k) Plan in OK ($23M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan declined sharply - down 15.0% during 2022, from $28M to $23M. Reported net income was -$4M.
How have Lee Kennedy Co, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Kennedy Co, Inc.'s sponsor-wide assets grew 23.5%, from $23M to $29M.
Where does Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mesa 401(k) Plan in OK ($23M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Lee Kennedy Co, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042635562.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.